Skip to content
Disclosery

Smartleaf Asset Management LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on UGI, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 6,560 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,560 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $228,878.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,560 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $240,686.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,714 shares
    Change vs previous 13F +4,687 shares

    0.01% of the 13F portfolio, value $253,319.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,027 shares
    Change vs previous 13F +326 shares

    <0.01% of the 13F portfolio, value $67,255.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,701 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $61,457.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,609 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $52,871.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,603 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $45,140.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,578 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,339.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).